Junior Financial Analyst

We connect our employees with some of the best opportunities around.

Time and again our employees tell us that the most important thing we offer is respect. Federal Staffing Solutions puts people to work in all types of jobs. When you work with us you build a relationship with a team of employment professionals in your community who have in turn built professional relationships with the businesses that are hiring.

We are looking for a Junior Financial Analyst to work in Tampa FL supporting our client

Full Time : Monday-Friday 8 : 30am-4 : 30pm

Were seeking a Junior Financial Advisor to join a local Tampa NW fast-growing advisory firm and work directly with existing clients while helping close inbound leads no cold calling or prospecting required. This is a client-facing role ideal for someone who is coachable adaptable proactive and ready to learn their proven process for delivering exceptional financial guidance. Direct Hire placement with great benefits package and PTO.

Key Responsibilities

• Build relationships with existing clients and help manage their financial portfolios
• Close new business from warm inbound leadsno hunting or cold outreach
• Learn and implement the firms financial planning process and client service model
• Present and manage index annuity and insurance-based investment strategies
• Conduct client reviews portfolio updates and retirement planning sessions
• Maintain accurate records in CRM and financial planning software
• Collaborate with senior advisors and support staff to ensure seamless client experiences
• Stay current on market trends product offerings and regulatory updates

Required Qualifications

Top Skills for Success

Equal Opportunity Employer

Required Skills :

Required Qualifications Series 65 license (required) Florida 215 Insurance License (preferred) Experience working with Assets Under Management (AUM) especially index annuities 10 Years or less of financial advisory experience Strong communication and relationship-building skills Efficient organized and able to manage multiple client relationships Team-oriented with a growth mindset and willingness to be coached

Key Skills

Cognos,Forecasting,Hyperion,Microsoft Access,Pivot tables,Accounting,Analysis Skills,Microsoft Excel,Financial Analysis,Financial Modeling,Budgeting,Financial Planning

Employment Type : Full Time

Experience : years

Vacancy : 1